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Let Our CFS Financial Advisors Help You Grow

Trying to figure out your finances on your own is kind of like doing your own surgery. Getting the help of a financial professional is always a better idea. Whether you’re saving for retirement or college, trying to buy a house, or just need a little help managing your money, our financial advisors have been there and done that. And they can show you how to do it, too.

View Profile Joe Capone

Joe Capone

Registered Financial Representative

CUSO Financial Services, L.P.
9927 Delaney Lake Drive
Tampa, FL 33619
Office: 813.837.2451, ext. 2159
Text: 813.696.6711
Email: joe.capone@growfinancial.org
Serving States: Florida

View Profile Jeff Dierksheide

Jeff Dierksheide

Financial Advisor

CUSO Financial Services, L.P.
13305 N. Dale Mabry Hwy.
Tampa, FL 33618
Office: 813.832.2099, ext. 4306
Mobile: 813.309.6168
Text: 813.519.3891
Fax: 813.387.1661
Email: jeff.dierksheide@growfinancial.org
Serving Stores: Carrollwood and Lutz
Serving States: Florida, Maryland and Ohio

View Profile Austin Polo

Austin Polo

Financial Advisor

CUSO Financial Services, L.P.
315 S. Boulevard
Tampa, FL 33606
Office: 813.837.2451, ext. 3604
Mobile: 813.696.2142
Text: 813.328.6402
Fax:813.832.2293
Email: austin.polo@growfinancial.org
Serving Stores: Bradenton, Downtown, Hyde Park, Lakewood Ranch, Lexington, Main Base, Sandhill, Summerville and Wescott
Serving States: Florida, Iowa, South Carolina and Virginia

View Profile Brian Rumbles, CRPC®

Brian Rumbles, CRPC®

Financial Advisor

CUSO Financial Services, L.P.
7301 Dr. Martin Luther King, Jr. St. N.
St. Petersburg, FL 33702
Office: 800.839.6328, ext. 4405
Mobile: 813.505.1157
Text: 813.492.2304
Fax: 813.832.2293
Email: brian.rumbles@growfinancial.org
Serving Stores: Clearwater, Gulf to Bay, Largo, Pinellas Park, South Tampa and St. Petersburg
Serving States: Alabama, Florida, Georgia, Hawaii, Illinois, Indiana, North Carolina, Pennsylvania, South Carolina and West Virginia

View Profile Alexander Russello, CRPC®

Alexander Russello, CRPC®

Financial Advisor

CUSO Financial Services, L.P.
604 E. Bloomingdale Ave.
Brandon, FL 33511
Office: 813.837.2451, ext. 2155
Mobile: 813.597.4661
Text: 813.336.8046
Fax: 813.832.2298
Email: alexander.russello@growfinancial.org
Serving Stores: Bloomingdale, Brandon and Town ‘N Country
Serving States: Arkansas, Florida, Kentucky, Massachusetts, Nevada, Tennessee, Virginia and Wisconsin

View Profile Nicholas Schaaf, CRPC®

Nicholas Schaaf, CRPC®

Financial Advisor

CUSO Financial Services, L.P.
6121 State Rd. 54
New Port Richey, FL 34653
Office: 813.837.2451, ext. 5006
Mobile: 727.494.9457
Text: 813.519.3463
Email: nicholas.schaaf@growfinancial.org
Serving Stores: Busch Blvd, New Tampa, Pasco, Spring Hill and Wesley Chapel
Serving States: California, Colorado, Florida, Georgia, Maryland, Nebraska, New York, North Carolina, South Carolina, Texas, Utah and Washington

View Profile Robert J. Woerner, MBA, CRPC®, CFP®

Robert J. Woerner, MBA, CRPC®, CFP®

Program Manager

CUSO Financial Services, L.P.
9927 Delaney Lake Drive
Tampa, FL 33619
Office: 813.837.2451, ext. 3308
Mobile: 813.597.4936 
Text: 813.492.8473
Fax: 813.832.2288
Email: robert.woerner@growfinancial.org

Check the background of your Financial Advisor with FINRA’s BrokerCheck.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.